by ProVise Management | Feb 16, 2022 | Press Release
CLEARWATER, Fla. – February 15, 2022 – ProVise Management Group has been recognized as a 2022 Best Places to Work for Financial Advisers as announced by InvestmentNews today. ProVise was chosen as one of this year’s top 75 based on employer and employee surveys...
by ProVise Management | Dec 31, 2021 | Press Release
ProVise Names Ebbert CEO, Brethauer President and O’Hara Exec VP CLEARWATER, Fla. – December 31, 2021 –Today, ProVise Management Group named Eric Ebbert, CFP®, MBA as CEO, effective immediately, replacing Ray Ferrara, CFP® who is the founder. Ferrara will...
by ProVise Management | Dec 15, 2021 | Bi-monthly financial updates
TWO WEEKS LEFT FOR YEAR-END PLANNING Hard to believe that 2021 is almost over, but here are some financial moves you can still make to lower your estate and/or 2021 taxable income: Make gifts to as many people as you want up to $15,000 without having to file a...
by ProVise Management | Dec 1, 2021 | Retirement, Wealth Management
Hi, my name is Russ Campbell and I am a Certified Financial Planner™ professional at ProVise Management Group. One of the questions we frequently hear is, “Why do I need to rebalance my portfolio and how often do I need to rebalance?” Choosing the different...
by ProVise Management | Dec 7, 2020 | Webinar
ProVise Management Group Susan Washburn, CFP®, JD hosted Chair and CEO V. Raymond Ferrara, CFP® for a discussion about what Americans might expect to happen with the market, taxes and social security once President-elect Joe Biden takes...
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